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Apex HVAC
Sarah Jenkins
Demo Environment
Hi Sarah, welcome to
Apex HVAC Dashboard
Recent Notification
Funding Disbursed
2h
$14,250 for Mason Reed has been deposited.
Application Approved
5h
Olivia Collins has been approved for Geothermal Upgrade Plus.
Action Required
1d
Missing signature on final loan docs for Ethan Simmons.
Program Update
2d
New 18-Month Same-As-Cash program is now available.
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Funding Volume Overview
$1.8M
Total Funded Volume
+8%
Processing and Approved volume.
Total Applications
240
Approved
185
Active Pipeline
$392k
Declined
55
Top Loan Programs
Split Loan Financing
37%
Top share
Deferred Interest Advantage
29%
Second share
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Active Pipeline (This Quarter)